Strategies & Structures For Tax Effective Investing

We offer advice on Tax structures such as Trusts and Superannuation funds if they are suitable to your particular circumstances. 

We can set up a Trust or Superannuation Fund for you.

We work with your accountant to fullfill  the compliance requirements of these structures.

We provide Investment Strategy documents for these structures.

We implement the actual investments and provide administration and reporting.

The cost of this service is $1200 plus gst for new clients.

Existing clients are at cost, generally included in the annual service fee.

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